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Preauth Amount field in SF

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  • Preauth Amount field in SF

    When a preauthorized transaction comes in it creates an opportunity record where the amount is $0. The amount gets updated when the credit card eventually gets charged. Right now, the only place I can find the preauthorized amount is in the CnP Data record. And unfortunately, I can't query on the amount field from there.

    I want to build a report that lists opportunities and shows the amount pledged for each of those opportunities. Is there another field someplace where that information lives so I can report on it? I don't see it on the CnP transaction record.

    Thanks,
    Radha

  • #2
    Good day Radha

    We created a report and will include in the upcoming release, due out this week. So you will have it in the package.

    For now here is the report:

    Click image for larger version

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    We used the Opportunity & Recurring objects for this report.

    Does this help?
    Regards,
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